Aspire Private Capital is an investment advisor in Cornelius with $339.36 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272610171
SEC advisor number
801-113754
FINRA CRD number
154116
AUM ?
$296.20 mm
(as of 31 Aug 23)
Accounts
1,737
(as of 31 Aug 23)
Employees
11
(9 investment advisory or research)
Address
Aspire Private Capital
19410 JETTON RD SUITE 110
CORNELIUS
NC 28031
19410 JETTON RD SUITE 110
CORNELIUS
NC 28031
Phone
704-237-9927
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 May 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22